General Information Default Menu Location Transaction >> Task Management >> Schedule Screen Name SCHEDULEN2 Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar . Schedule Master Screen Fields and Filters Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use. Schedule tab names may be added/edited/deleted in the Rule Maintenance [...]

Task Import — 3.4%

General Menu Path: Transaction > Importers/Exporters > Other > Task Import Screen Name: IMPORTTS2 Function: This screen can be used to import several tasks for several customers using a single file. The template can be downloaded here . Options Import as Unbilled: This checkbox will import the tasks in an un-billed / un-transferred status. Import Template Columns *Soldto: Adjutant organization ID for the customer of the task. *Billto: Adjutant organization ID for the entity responsible for paying for the task. [...]

Time and Material Entry - Labor — 3.0%

General Description Default Menu Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task. Associating Labor With a Service Order/Task [...]

Task Entry Screen — 2.9%

The Task Entry Screen is used to add/edit/delete tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below. If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered. Open/Completed Tasks - Left click to view all open/active tasks [...]

CID Setup Options — 2.7%

[...] ALLAPPR ALLOWOVERLAP - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an existing scheduled task. ALLOWTASKQUOTE - Adds a "Quote" checkbox to task header. If task is marked as quote, the material/labor items added to timesheet are not removed from inventory. The quote can be converted to a live task by selecting a convert button. During the conversion process, a list of items will display so the [...]

Task Entry Tabs — 2.0%

Assignments This tab is used to assign the task to particular resources or users. For more information on assignments, please visit Assignments Tab Screen Info History: This tab is used to display the history of the task. It includes all updates, rescheduling, and notifications thathave been made and shows which User made the changes. Materials: this tab is used to view/add/edit/delete parts associated with the task. The grid shows all current parts associated with the task. To [...]

Task Grid — 2.0%

General Information Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete [...]

User in Adjutant — 1.9%

[...] of all contracts expiring in the next 30 days of which you are the contract manager. High Priority Task Alert: Check this box if you wish to be notified when there is an incomplete Emergency Service Order. This alert applies to all tasks and all assignments. An Emergency task is defined as a task that has been created with an Emergency Task Priority. OverDue Task List: Check this box if you wish to be emailed a list of overdue tasks that are assigned [...]

Route Maintenance — 1.7%

[...] add/edit/delete/save/cancel buttons on the lower part of the screen rather than the upper part. Select add and enter the task that will come first in the route. Select the other options for that task and hit save. The first task must always have a Seq# of 1 . Add as many tasks as necessary in the order they should occur. The settings tab of the Route Maintenance screen will control what event in the system starts the route. Routes can be manually started from different areas of Adjutant, but for an event to start a route, [...]

Contacts — 1.7%

[...] assciated with a contact in the results double-click on the contact, to be directed to the Main tab. Task Alerts Contacts- Task Screen Alerts tab is used to notify different alerts to users. To change alerts, click Edit and select the appropriate method To change notifications method, keep selecting from the list until the correct notification method is displayed Roles Resource: Someone who is assigned to a task Contract Manager: Manager for the contract or a selected task [...]

Production Work Order - Linked Tasks — 1.6%

[...] Assign Non S/L Inventory Assign Serial/Lots Notes All Non S/L Inventory Columns Task ID : The Task / Service Order number. Task : The name of the task. Sch Start/Finish : The scheduled start and finish dates of the task. These fields are automatically populated based upon the first and last assignments. Due Date : The due date and time of the task. Sch Hrs : The task's total [...]

Project Checklist — 1.6%

[...] filters Project Phase date integration with start and end dates End Date color-coded warnings Quick Task feature with time tracking Ability to link to web-based resources from each line Ability to add custom lines ‘on the fly’ Ability to create custom templates for variations on the standard checklist Project Checklist Setup Project Checklists are set up in the Project Checklist (PROJCHECKLIST) rule in Rule Maintenance. Checklists are created in the rule and tied to a specific project type. You can have one set of master checklist items per project type. However, [...]

Task Entry Details Tab — 1.3%

General Information The Detail tab provides and overview of progress on the task and shows the information from the task creation and task defaults. Some fields can be edited here by clicking on the Edit icon from the task entry screen. Task Detail tab - Click for full image Fields/Filters % Complete: The percentage of completion for the task. Ext Auth [...]

Quick Punch — 1.3%

General Information Quick Punch is an Adjutant 20/20 right click function accessible from any task block, task grid, time sheet, or anywhere task right-click functions exist for a task record. Function The Quick Punch feature allows multiple resources to quickly punch into a task and begin a timer on the task. The Quick Punch will bring up [...]

Time & Materials Setup Options — 1.2%

[...] Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. ICNEWCOST - Change scrap screen to use Cost Tiers if ICNEWCOST enabled. LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry. MATCHSOL - Only Solution Codes with the same starting number as the Standard Task may be used on the timesheet. MATPLOCK - Enables the Lock checkbox on the Material tab of the Time Entry screen. The Lock checkbox is used to byprass the pricing program in [...]

Recurring Task Generator — 1.2%

General Information Default Menu Location : Transaction >> Task Management >> Task Entry Screen Name : TASKREC General Description : This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring Task Generator Screen Recurring Task Generator screen is accessible from the Task Entry Screen Recurring Task Jump Screen Fields/Filters Start [...]

Task Entry Assignments Tab — 1.2%

General Information To add more than one resource for the task, click the NEW button and click the second arrow button next to the resource field. Use the Ctrl button on your keyboard to select multiple resources at one time. To delete a resource from the task, select the resource you wish to delete in the grid and click the DELETE button. Resource Tab - Task Entry - Click for full image Fields/Filters Skill Set: The specific skill set to be used for this task. This determines [...]

Contract Master — 1.1%

[...] contract Active: Check this box to make the contract active (Only active contracts may be selected in the Task Entry Screen in the Contract # field) Default: Check this box to make it the default contract for the organization (The contract will automatically appear in the Contract # field when filling out the Task Entry Screen.) Working Times Contract- Working Times Tab Working Times tab determines the billing rate for labor on particular days and times of the day. To change the billing rate: 1) Click the Edit button 2) Select which [...]

Production Setup Options — 1.1%

[...] - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding. CUSTLABEL - CUSTLABEL CUSTOMPWO1 - Created 2 forms from EXCEL samples. Created new Rule PWOFORMS (Text1 is DeptCode char(2), Text2 is report form name char(20). Change PrintPWO logic to check this table. If dept match is found, use new form. Must have SINGLEPWO turned off. DIRITEMDET - DIRITEMDET ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. ICSEPBYOWNER - [...]

API Task/Time Defaults — 1.0%

[...] >> System >> Rule Maintenance Function: This rule defines the default settings to be used for the task and time entries that get generated from the Task/Time API. Rule Setup – Text Fields Def BillCode: Default Bill Code for the task assignment and time entry. Resource defaults will override this. Def SkillCode: Default Skill Code for the task assignment. Resource defaults will override this. Def HeldFor: Default HeldFor for the task and [...]

Resource Time Clock — 1.0%

[...] resources to punch in and out of tasks. It can be used with a bar code scanner to scan the Resource ID and Task#. Logic The screen allows entry/scanning of ResID and Task Number. Clicking on punch button punches in or out of task based on logic. If a service [...]

Company ID (CID) Maintenance — 0.9%

[...] settings. Click to open full image Fields Schedule Offset: Number of days in the future the task will be scheduled by default Task Start Time: Default time a task will start if no time is entered Task Duration: Default duration of a task Starting Point on Task: The field cursor will start in on a Task Entry Screen when it is opened Labor Burden: Estimated labor burden percentage [...]

Barcode Scanner - Prompt 77 - Coil Receipt Verify — 0.9%

[...] used to verify items as physically at the plant before receipt. Setup of rule maintenance, standard task, route maintenance and email template to be completed before use. Rule setup 1. Navigate to Event List in rule maintenance screen. 2. Add new Event to EVENTLIST rule with the event and type codes as **POSCAN-XXX, where XXX is the location found in the Warehouse Screen , and code is set to CR. 3. This must be done for each location. Email Template Setup 1. Navigate to Email Template screen. 2. Add a new template with a name subject and body that [...]

Order Entry Setup Options — 0.9%

[...] DIRITEMDET DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - EXTMARGIN FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice. INCPACKING - Display Packing as a Line Item on Sales Order and Invoice. ITEMEXACT [...]

Project Grid Defaults — 0.9%

[...] System >> Rule Maintenance Function The Project Grid Defaults rule allows users to customize the task, UDQ, and weight information displayed on the Project Grid screen. TASK COLUMN SETUP: Rule Setup – Text Fields Code: The only valid entries are BOM TYPE and BU DEPT. These codes work with the corresponding value in the 'Value' field to specify the Sales Order type or Production Department that should update the weight totals in the grid. Value: Enter the Sales Order type (or types separated by a comma) that should feed the [...]